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Confluent, Inc.

CFLTDelisted Mar 17, 2026
Industry
Services-Prepackaged Software
SEC CIK
0001699838

Confluent, Inc. was delisted on Mar 17, 2026; its insiders filed their last Form 4 on Mar 19, 2026; 426 institutions reported holding it in 13F filings for Q4 2025, worth $8.73B in total; superinvestors Altimeter Capital and Soros Fund Management held it.

13F holders, Q3 2023

Institutional positions in Confluent, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
345
+36 vs. Q2 2023
Shares held
193.8M
+13.1M (+7.2%) vs. Q2 2023
Total value
$5.74B
−$640.5M (−10.0%) vs. Q2 2023
New holders
81
117 more added
Sold out
45
94 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CFLT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 345 institutions
Q1 2021: 0 institutionsQ2 2021: 90 institutionsQ3 2021: 99 institutionsQ4 2021: 184 institutionsQ1 2022: 212 institutionsQ2 2022: 202 institutionsQ3 2022: 236 institutionsQ4 2022: 247 institutionsQ1 2023: 259 institutionsQ2 2023: 309 institutionsQ3 2023: 345 institutionsQ4 2023: 365 institutionsQ1 2024: 399 institutionsQ2 2024: 373 institutionsQ3 2024: 343 institutionsQ4 2024: 386 institutionsQ1 2025: 399 institutionsQ2 2025: 396 institutionsQ3 2025: 385 institutionsQ4 2025: 426 institutionsQ1 2026: 4 institutionsQ2 2026: 1 institution
Value heldQ3 2023: $5.74B
Q1 2021: $0Q2 2021: $1.48BQ3 2021: $3.28BQ4 2021: $6.75BQ1 2022: $3.72BQ2 2022: $2.67BQ3 2022: $2.79BQ4 2022: $2.90BQ1 2023: $3.57BQ2 2023: $6.38BQ3 2023: $5.74BQ4 2023: $4.51BQ1 2024: $6.42BQ2 2024: $6.83BQ3 2024: $4.57BQ4 2024: $6.44BQ1 2025: $6.08BQ2 2025: $6.56BQ3 2025: $5.18BQ4 2025: $8.73BQ1 2026: $2.31MQ2 2026: $31
Institutions holding CFLT and their total value by quarter
QuarterHoldersValue
Q2 20261$31
Q1 20264$2.31M
Q4 2025426$8.73B
Q3 2025385$5.18B
Q2 2025396$6.56B
Q1 2025399$6.08B
Q4 2024386$6.44B
Q3 2024343$4.57B
Q2 2024373$6.83B
Q1 2024399$6.42B
Q4 2023365$4.51B
Q3 2023345$5.74B
Q2 2023309$6.38B
Q1 2023259$3.57B
Q4 2022247$2.90B
Q3 2022236$2.79B
Q2 2022202$2.67B
Q1 2022212$3.72B
Q4 2021184$6.75B
Q3 202199$3.28B
Q2 202190$1.48B
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Confluent, Inc.; share changes are against Q2 2023.

Institutions holding CFLT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
JPMorgan Chase & Co18,531,163$548.7M0.06%+729,379+4.1%Added
Vanguard Group Inc18,424,394$545.5M0.01%+2,125,843+13.0%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital16,611,943$491.9M9.34%+306,000+1.9%Added
FMR LLC16,441,478$486.8M0.04%+1,345,943+8.9%Added
BlackRock Inc.12,282,648$363.7M0.01%+2,072,158+20.3%Added
Price T Rowe Associates Inc11,123,864$329.4M0.05%−1,454,323−11.6%Reduced
Capital Research Global Investors6,471,692$191.6M0.05%−334,514−4.9%Reduced
1832 Asset Management L.P.6,316,700$187.0M0.39%−38,100−0.6%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management5,193,901$153.8M1.13%+2,172,175+71.9%Added
First Trust Advisors LP4,813,549$142.5M0.17%+1,021,811+26.9%Added
Invesco Ltd.3,824,055$113.2M0.03%+470,002+14.0%Added
Amundi3,577,846$104.9M0.05%+1,505,982+72.7%Added
State Street Corp3,498,810$103.6M0.01%+1,018,004+41.0%Added
Lord, Abbett & Co. LLC3,270,139$96.8M0.36%+512,097+18.6%Added
Geode Capital Management, LLC3,137,245$92.8M0.01%+358,046+12.9%Added
Atreides Management, LP3,013,352$89.2M3.10%−993,791−24.8%Reduced
Franklin Resources Inc2,734,127$81.0M0.04%+2,616+0.1%Added
12 West Capital Management LP2,155,000$63.8M5.78%00.0%Unchanged
Norges Bank2,107,696$62.4M0.01%+767,060+57.2%Added
T. Rowe Price Investment Management, Inc.2,014,733$59.7M0.04%−24,700−1.2%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors1,983,066$58.7M0.24%+1,983,066New
Polar Capital Holdings Plc1,943,168$57.5M0.43%−537,703−21.7%Reduced
Charles Schwab Investment Management Inc1,826,876$54.1M0.02%+824,436+82.2%Added
Morgan Stanley1,721,514$51.0M0.01%−941,296−35.3%Reduced
Two Sigma Investments, LP1,512,438$44.8M0.13%−243,428−13.9%Reduced
Allspring Global Investments Holdings, LLC1,497,128$44.3M0.08%−277,789−15.7%Reduced
Optimus Prime Fund Management Co., Ltd.1,438,944$42.6M5.73%+210,100+17.1%Added
Goldman Sachs Group Inc1,392,278$41.2M0.01%+1,104,111+383.1%Added
Fred Alger Management, LLC1,376,714$40.8M0.23%−548,389−28.5%Reduced
Millennium Management LLC1,127,502$33.4M0.03%−1,312,119−53.8%Reduced
Voya Investment Management LLC1,109,435$32.9M0.04%+1,023,427+1,189.9%Added
TD Asset Management Inc1,071,572$31.7M0.04%−99,828−8.5%Reduced
Bank of New York Mellon Corp1,071,263$31.7M0.01%+15,944+1.5%Added
Northern Trust Corp1,044,896$30.9M0.01%+327,940+45.7%Added
Voloridge Investment Management, LLC1,002,666$29.7M0.15%+402,539+67.1%Added
UBS Asset Management Americas Inc868,408$25.7M0.01%+804,292+1,254.4%Added
D. E. Shaw & Co., Inc.705,895$20.9M0.03%+621,015+731.6%Added
Renaissance Technologies LLC680,400$20.1M0.03%−374,000−35.5%Reduced
Citadel Advisors LLC666,462$19.7M0.02%+320,787+92.8%Added
La Financiere de L'Echiquier558,000$16.5M0.86%00.0%Unchanged
Swiss National Bank526,518$15.6M0.01%+526,518New
Nuveen Asset Management, LLC518,184$15.3M0.01%+63,028+13.8%Added
Two Sigma Advisers, LP505,100$15.0M0.04%−52,300−9.4%Reduced
Pictet Asset Management Holding SA483,150$14.3M0.02%+483,150New
Victory Capital Management Inc467,092$13.8M0.02%−44,948−8.8%Reduced
AlpInvest Partners B.V.454,040$13.4M3.53%−243,358−34.9%Reduced
Growth Interface Management LLC450,000$13.3M20.83%−250,000−35.7%Reduced
Clearbridge Investments, LLC437,479$13.0M0.01%+21,500+5.2%Added
Tiedemann Advisors, LLC422,435$12.5M0.54%00.0%Unchanged
Federated Hermes, Inc.394,289$11.7M0.03%+64,746+19.6%Added
Deutsche Bank AG394,185$11.7M0.01%−792,109−66.8%Reduced
Kadensa Capital Ltd388,792$11.5M2.27%+388,792New
Source Financial Advisors LLC384,724$11.4M3.84%−8,389−2.1%Reduced
Royal Bank of Canada380,554$11.3M0.00%−4,370−1.1%Reduced
Granahan Investment Management Inc379,923$11.2M0.40%+19,005+5.3%Added
SEI Investments Co378,280$11.2M0.02%−43,299−10.3%Reduced
Tudor Investment Corp Et Al366,433$10.9M0.16%−181,210−33.1%Reduced
Jasper Ridge Partners, L.P.366,176$10.8M0.51%00.0%Unchanged
Wells Fargo & Company351,672$10.4M0.00%−16,927−4.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.341,700$10.1M0.01%+341,700New
Legal & General Group Plc334,037$9.89M0.00%+305,791+1,082.6%Added
Citigroup Inc326,033$9.65M0.01%−47,496−12.7%Reduced
UBS Oconnor LLC325,000$9.62M0.17%+25,000+8.3%Added
Dimensional Fund Advisors LP320,763$9.50M0.00%+80,234+33.4%Added
Eagle Asset Management Inc315,027$9.33M0.06%−5,469−1.7%Reduced
Peregrine Capital Management LLC311,671$9.23M0.28%+11,379+3.8%Added
Whetstone Capital Advisors, LLC309,133$9.15M5.06%−43,622−12.4%Reduced
Twinbeech Capital LP307,739$9.11M0.18%+307,739New
Bank of America Corp300,112$8.89M0.00%−151,195−33.5%Reduced
Wellington Management Group LLP298,027$8.82M0.00%−12,599−4.1%Reduced
California Public Employees Retirement System295,746$8.76M0.01%+295,746New
Gilder Gagnon Howe & Co LLC292,677$8.67M0.13%−195,754−40.1%Reduced
Barclays PLC274,619$8.13M0.01%−36,762−11.8%Reduced
Ensign Peak Advisors, Inc266,260$7.88M0.02%−331,546−55.5%Reduced
Alliancebernstein L.P.266,154$7.88M0.00%−137,334−34.0%Reduced
Botty Investors LLC260,739$7.72M2.95%00.0%Unchanged
Rhumbline Advisers243,828$7.22M0.01%+629+0.3%Added
New York State Common Retirement Fund242,269$7.17M0.01%−26,819−10.0%Reduced
California State Teachers Retirement System239,079$7.08M0.01%+176,968+284.9%Added
Gratus Capital LLC237,089$7.02M0.48%+237,089New
Qube Research & Technologies Ltd233,884$6.93M0.02%+233,884New
Bank of Montreal202,404$6.52M0.00%−19,092−8.6%Reduced
Principal Financial Group Inc190,777$5.65M0.00%−227,898−54.4%Reduced
Worldquant Millennium Advisors LLC189,316$5.61M0.09%+189,316New
Great West Life Assurance Co188,745$5.58M0.01%−6,521−3.3%Reduced
Pier Capital, LLC185,845$5.50M0.89%+37,975+25.7%Added
Macquarie Group Ltd184,392$5.46M0.01%+22,266+13.7%Added
Cubist Systematic Strategies, LLC181,072$5.36M0.07%+127,024+235.0%Added
Stanley-Laman Group, Ltd.176,728$5.23M0.89%−6,603−3.6%Reduced
Granite Investment Partners, LLC170,594$5.05M0.21%−8,727−4.9%Reduced
Founders Circle Capital LLC167,106$4.95M5.65%00.0%Unchanged
Nicholas Investment Partners, LP160,782$4.76M0.36%+17,354+12.1%Added
General Equity Holdings LP160,221$4.74M5.79%00.0%Unchanged
Connors Investor Services Inc146,000$4.32M0.53%−5,000−3.3%Reduced
Ameriprise Financial Inc143,616$4.25M0.00%+7,955+5.9%Added
Asset Management One Co.,Ltd.143,995$4.24M0.02%+143,995New
PDT Partners, LLC133,705$3.96M0.50%+43,324+47.9%Added
Icapital Wealth LLC131,926$3.91M2.77%+131,926New
Harvard Management Co Inc130,383$3.86M0.44%00.0%Unchanged
SQN Investors LP130,000$3.85M2.23%+130,000New